Over 500 weeks of the Sunday Night Email.
Which has been, hands down, the #1 catalyst for our business for over 10 years.
Now, we distill our best email tips into this handy one-pager.
Survey Findings: What Do Advisors Look For In Wholesalers?
Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.
It attempts to answer:
What do advisors look for in their wholesalers?
How can wholesalers make the biggest positive impact on an advisor’s business as a whole?
What can wholesalers do to create even more value for the advisors they work with?
My Best Practices: 16 Insights From A Recently Promoted Internal Wholesaler
It’s both good news and bad news.
Good news: your amazing, LONG tenured, successful internal partner just got promoted to external.
Bad news: your amazing, LONG tenured, successful internal partner just got promoted to external.
Recently, a coaching client was navigating this transition in their territory.
He asked his soon-to-be-departed partner for their best pearls of wisdom that he could pass along to his new internal partner.
These 16 insights are presented as written, with only light editing for clarity.
[Read more…]
Collaborative Annual Business Planning with Your Top Financial Advisors
Good wholesalers complete their annual plans.
[see our Wholesaler Masterminds Business Plan Template here]
Great wholesalers are increasing their MQ-Memorability Quotient® by do annual planning with their most valued advisors.
Want To Be More Memorable To Clients and Prospects?
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